Integrate Fieldnotes with Retently

Sync customer profiles between Fieldnotes and Retently to ensure up-to-date contact information, trigger NPS/CSAT surveys after significant transaction milestones, and use survey feedback to enhance customer relationship management strategies.

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About Fieldnotes

Fieldnotes is a CRM platform that updates contacts, manages transaction deadlines, and handles data entry.

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Fieldnotes to Retently

1

New AI Status

Triggers when AI status of the contact is changed.
2

New or Updated Contact

Triggers when you add or update a contact.
3

New or Updated Meeting Note

Triggers when you add or update a meeting note.
4

New or Updated Transaction

Triggers when you add or update a transaction.
5

New Contact

Triggers when you add a contact.
6

New Conversation

Triggers when a conversation is added.
7

New or Updated Task

Triggers when you add or update a task.
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Retently to Fieldnotes

1

Add Note

Adds a new note.
2

Contact Lookup

Looks up a contact based on input field data.
3

Add Contact

Adds a new contact.
4

Update or Add Contact

Updates if the contact exists; if not, adds as a new contact.

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